What forms can I customize?
You can customize forms such as Purchase Orders, Sales Orders, Invoices, Quotes, and Packing Lists.
You would use a combination of Liquid, HTML and some Cascading Style Sheets (CSS). You can see a list of custom forms under Enterprise Setup, Custom forms.
Liquid is a templating language originally developed by Shopify. Liquid is a simple programming language that you can use to customize forms at VersAccounts. It is used in conjunction with HTML and CSS to control the format and layout of forms.
- For Introduction to Liquid, see link here.
- For introduction to HTML, see link here.
- For introduction to CSS, see link here.
System Default Forms and Firm Default Forms
VersAccounts provides forms in liquid format for the sales order, invoices, purchase order, packing list, quotes, and warehouse copy. These are called System default forms. You cannot modify them but you can make a copy of them and start to customize. To copy such forms, just click on the copy button while viewing a list of custom forms which will create a duplicate form with the name like a copy of xxx. Do your customization on the forms and then make them the default for your account. Once you do that, the system default forms are no longer being used and your new form is used instead. We call such forms Firm Default forms.
Default forms for Suppliers and CustomersFor each supplier, you can set up default forms for purchase orders. For each customer, you can set up default forms for sales invoices, sales orders, quote, account statements, and packing lists. If you do not choose a default for a customer or supplier, the system default would be used. If you change the system default, all customers and suppliers that do not have a form set as the default would pick the latest system default. If you do set a form as default for customer and supplier, these are forms used when a new transaction is created for the customer and supplier. This means if the system default is changed, the customer or supplier would still use the form selected for them.
Switching forms for existing invoices/orders/quotes
VersAccounts gives you another way to specify forms at the record level in addition to customer/supplier default forms, firm default forms, and system default forms. For existing sales invoices, orders and quotes, you can override the system default, customer default or supplier default with a specific form. This is useful in case when you normally use an invoice template for a customer but occasionally, you need to issue an invoice to this customer in a different format. When you create a new sales invoice/order/quote, you can choose a different form that is not the default. The forms available are also listed when you view a sales invoice, sales order or quote. You can choose one from the list and make the order/invoice/quote use that form. To change a record back to using the default forms, select blank as the form option for sales invoice/order/quote.